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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,545 | $76,112+310.6% | $96,534+223.8% | $71,511+337.1% |
| Participation rate | 97.3% | 74.4%+22.9pp | 76.0%+21.4pp | 67.9%+29.4pp |
| Annual return | 49.79% | 22.81%+27.0pp | 25.88%+23.9pp | 28.86%+20.9pp |
| Employer contribution / active EE | $13,207 | $2,248+487.5% | $2,965+345.4% | $2,589+410.1% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9,446 | $2,708+248.8% | $8,253+14.5% | $1,588+494.7% |